Filed July 21, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,639 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,442 | $89,436+162.1% | $164,813+42.2% | $77,643+201.9% |
| Participation rate | 97.3% | 78.6%+18.6pp | 78.6%+18.7pp | 70.6%+26.7pp |
| Annual return | 18.45% | 28.83%-10.4pp | 69.93%-51.5pp | 31.24%-12.8pp |
| Employer contribution / active EE | $6,377 | $2,569+148.3% | $4,341+46.9% | $2,726+134.0% |
| Participant deferral / active EE | $9,451 | $4,897+93.0% | $6,031+56.7% | $4,647+103.4% |
| Admin fee / account holder | $37 | $339-89.0% | $12,690-99.7% | $430-91.3% |